RhumbLine Advisers

RhumbLine Advisers Portfolio holdings

AUM $125B
1-Year Est. Return 27.73%
This Quarter Est. Return
1 Year Est. Return
+27.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.6B
AUM Growth
+$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,019
New
Increased
Reduced
Closed

Top Buys

1
+$59.6M
2
+$29.6M
3
+$27.6M
4
EVRG icon
Evergy
EVRG
+$27.5M
5
TWTR
Twitter, Inc.
TWTR
+$22M

Top Sells

1
+$130M
2
+$88.9M
3
+$21.6M
4
KDP icon
Keurig Dr Pepper
KDP
+$18.7M
5
GILD icon
Gilead Sciences
GILD
+$16.3M

Sector Composition

1 Technology 17.47%
2 Financials 16.24%
3 Healthcare 13.05%
4 Consumer Discretionary 10.25%
5 Industrials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$958K ﹤0.01%
48,913
+2,225
2027
$957K ﹤0.01%
50,016
+2,735
2028
$957K ﹤0.01%
126,787
+18,135
2029
$954K ﹤0.01%
47,388
-7,799
2030
$952K ﹤0.01%
52,159
-954
2031
$949K ﹤0.01%
63,067
-840
2032
$949K ﹤0.01%
28,858
+2,030
2033
$948K ﹤0.01%
41,051
+171
2034
$943K ﹤0.01%
+42,846
2035
$941K ﹤0.01%
67,537
+7,784
2036
$936K ﹤0.01%
108,961
+1,365
2037
$926K ﹤0.01%
60,705
-476
2038
$926K ﹤0.01%
24,280
-430
2039
$923K ﹤0.01%
26,446
+3,383
2040
$922K ﹤0.01%
+26,917
2041
$918K ﹤0.01%
27,239
-494
2042
$915K ﹤0.01%
7,803
+55
2043
$914K ﹤0.01%
143,949
+1,125
2044
$912K ﹤0.01%
51,596
+8,780
2045
$905K ﹤0.01%
22,213
+4,914
2046
$904K ﹤0.01%
23,061
+5,867
2047
$904K ﹤0.01%
77,284
+30,804
2048
$902K ﹤0.01%
39,781
+1,757
2049
$898K ﹤0.01%
26,188
+230
2050
$897K ﹤0.01%
46,824
+2,039
80 81
82
83 84